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Michael Keith Cardwell

PFS Investments Inc.

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About Michael Keith Cardwell

Michael Cardwell is a registered investment advisor representative with PFS Investments Inc. Michael has been in the securities industry since 2007. Michael holds Series 6, 7, 26 and 66 licenses. Michael is currently registered with the state of Missouri. Prior to working with PFS Investments Inc. Michael was employed with several other firms including Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., and The O.N. Equity Sales Company.

Firm Information

Michael Cardwell is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Cardwell’s Registration & Firm History

IA

02/16/2022 - Present

PFS Investments Inc. (URBANDALE IA)

IA

08/20/2018 - 01/13/2020

PFS INVESTMENTS INC. (URBANDALE IA)

IA

01/06/2014 - 12/31/2015

PFS INVESTMENTS INC. (URBANDALE IA)

MO

09/25/2012 - 08/16/2013

THE O.N. EQUITY SALES COMPANY (BRANSON MO)

MO

02/03/2010 - 02/24/2011

PFS INVESTMENTS INC. (SAINT LOUIS MO)

MO

01/01/2008 - 09/10/2009

WELLS FARGO ADVISORS, LLC (SPRINGFIELD MO)

MO

09/03/2007 - 01/03/2008

A. G. EDWARDS & SONS, INC. (SPRINGFIELD MO)

IA

05/04/2001 - 07/10/2007

PFS INVESTMENTS INC. (URBANDALE IA)

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Licenses & Designations

BOTH

Issued 06/03/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2007

Series 7 - General Securities Representative Examination

BC

Issued 05/03/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Michael Keith Cardwell. Review regulatory record here.
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